AGP Executive Report
Last update: 10 hours agoMalaysia Growth Watch: Malaysia’s economy stayed resilient with GDP up 5.8% in Q2 2026 (after 5.4% in Q1), led by services and manufacturing, while agriculture contracted. Energy Security & Trade: Malaysia is also studying a national petroleum reserve as geoeconomic risks push countries to rethink energy buffers. Port & Logistics Outlook: CIMB kept Westports as its top pick, expecting container volumes to rise 4.5% YoY in 2026 as gateway cargo normalises and shipping demand improves. India Macro Signals: RBI Governor Sanjay Malhotra said India’s fundamentals remain strong despite West Asia risks and a potentially weak monsoon, while Moody’s flagged global headwinds that could slow growth. US Business Costs: U.S. tariff refunds hit $71bn total, but companies are using the relief to offset fresh commodity and inflation pressures. Cybersecurity Risk: Dutch-linked reporting says a popular European password manager, Passwork, is Russian-developed with alleged ties to Russian security services. Corporate Governance: Malaysia’s Companies Commission will host a national conference on digital-era governance, AI, and sustainability. Entrepreneur Support: Ohio launched four new minority business assistance centers to help entrepreneurs start and scale.
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